But if they believe they're going to reach AGI, it makes no sense to pigeonhole themselves to the interface of ChatGPT. Seems like a pretty sensible decision to maintain both.
(1) https://www.tanayj.com/p/openai-and-anthropic-revenue-breakd...
It wouldn't surprise me if not a lot of enterprises are going through OpenAI's enterprise agreements - most already have a relationship with Microsoft in one capacity or another so going through Azure just seems like the lowest friction way to get access. If how many millions we spend on tokens through Azure to OpenAI is any indication of what other orgs are doing, I would expect consumer's $20/month to be a drop in the bucket.
Maybe the consumer side will slide as businesses pick up the tab?
The whole financial breakdown is fascinating and I’m surprised to not see it circulating more.
This analysis is just doing basic math based on reporting from the NYT and Post on OpenAI’s financials.
In my estimation, you're not qualified for this conversation.